Settings and activity
4 results found
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18 votes
An error occurred while saving the comment Jon McWhorter supported this idea · -
204 votes
Please explain your process for documents when delivering them to agents. Are you emailing, printing, etc.?
Would you like Page 1 plus all of the Associate Details to print together, or Page 1 plus each Associate's Details to print as separate files?
Jon McWhorter supported this idea · -
105 votesJon McWhorter supported this idea ·
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107 votesJon McWhorter supported this idea ·
This absolutely needs to be added.
The process is super easy now. You click on the Documents tab, look for 3 green checks and continue to process the commission. It's not as much about having an extra tab open as it is about having to search for the opportunity in that extra tab and waiting on Command to pull it up.